First Western Trust Bank’s Intuit INTU Stock Holding History

First Western Trust Bank’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Sell	5,772 -1,364	-19%	-$475K	0.07%	77
2026 Q1	$3.09M	Sell	7,136 -501	-7%	-$239K	0.16%	48
2025 Q4	$5.06M	Sell	7,637 -110	-1%	-$72.7K	0.25%	29
2025 Q3	$5.29M	Sell	7,747 -342	-4%	-$247K	0.24%	28
2025 Q2	$6.37M	Sell	8,089 -60	-0.7%	-$40.6K	0.29%	26
2025 Q1	$5M	Sell	8,149 -652	-7%	-$392K	0.24%	34
2024 Q4	$5.53M	Sell	8,801 -357	-4%	-$228K	0.26%	29
2024 Q3	$5.69M	Sell	9,158 -1,102	-11%	-$703K	0.26%	34
2024 Q2	$6.74M	Sell	10,260 -1,835	-15%	-$1.14M	0.32%	27
2024 Q1	$7.86M	Sell	12,095 -618	-5%	-$394K	0.36%	26
2023 Q4	$7.95M	Sell	12,713 -617	-5%	-$340K	0.4%	24
2023 Q3	$6.81M	Sell	13,330 -257	-2%	-$130K	0.37%	30
2023 Q2	$6.23M	Buy	13,587 +86	+0.6%	+$37.7K	0.3%	33
2023 Q1	$6.02M	Buy	13,501 +293	+2%	+$120K	0.31%	35
2022 Q4	$5.14M	Sell	13,208 -183	-1%	-$72.6K	0.3%	35
2022 Q3	$5.19M	Buy	13,391 +679	+5%	+$293K	0.35%	35
2022 Q2	$4.95M	Sell	12,712 -749	-6%	-$310K	0.33%	39
2022 Q1	$6.35M	Buy	+13,461	New	+$6.89M	0.33%	39

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Western Trust Bank's INTU Position: Q2 2026 in Review

First Western Trust Bank reduced its Intuit (INTU) stake by 19% in Q2 2026, selling an estimated $475K and leaving 5,772 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #77.

First Western Trust Bank first reported a position in INTU in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.95M in Q4 2023. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

First Western Trust Bank held 5,772 shares of Intuit worth $1.51M as of Q2 2026.
First Western Trust Bank sold 1,364 Intuit shares in Q2 2026, an estimated $475K.
Intuit made up 0.07% of First Western Trust Bank's portfolio in Q2 2026, its #77 holding.
First Western Trust Bank first reported a position in Intuit in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Intuit position peaked at $7.95M in Q4 2023.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.